Category: How Tos

Uploading Journal Transactions in Acumatica Cloud ERP

Most of us have experienced the pain and agony of having to hand-key a very large, multiple line journal entry. You add G/L account number after G/L account number, debit after debit, and credit after credit. You get to the end of the very long journal entry press the save button only to find that your very long, multiple line journal entry is out of balance. So you start your quest. You go line by line comparing the numbers you keyed against your source documentation to ensure that all of the numbers have been entered correctly. If you’re lucky, you’ll find the data entry error in time so that the last thing left to eat in the cafeteria for lunch isn’t a cold grilled cheese sandwich.

November 6, 2015

How To Process A Sales Return On A Sales Invoice

1. Create a sales batch : go to Sales / transactions / Sales Batch

2. Go to transactions

October 29, 2015

Troubleshooting Locked Records in Dynamics GP

In this month’s blog, I wanted to address the primary reasons records may be locked in Dynamics GP and various ways to unlock the records. The causes of records being locked in Dynamics GP may happen for a variety of reasons, but the fix is quite similar. Two of the primary reasons records may be locked in Dynamics GP are from batches having issues while being posted and records being edited by a user. The records remain locked until the batch is posted or the user has saved their changes. If something happens during these processes, the lock may not be released and the record could remain locked.

September 24, 2015

How to close the fiscal year in Microsoft Dynamics GP

Companies that operate on a fiscal year instead of a calendar year have to do two year end closes in their ERP software. One close is for the calendar year for 1099 and tax filing and the other close would be for the company year end close. Most people ask what is the purpose of two closings. This is a great question the main purpose for two closing is to tax filings that are calendar related for example 1099 processing. The next question that is asked is what happens to within my ERP when I close the fiscal year and that is what we are going to go thru below:

August 28, 2015

How to create a Drop Point in PaperSave

A Drop Point in PaperSave is a method of capturing documents and sending them to a PaperSave workflow. Each Drop Point can be associated to a single workflow, but a workflow may have several Drop Points. The reason a workflow may have several Drop Points is to capture documents from different methods, such as Email, drag and drop, scan, etc.

August 26, 2015

How to create and restore a snapshot of an existing company database in Acumatica.

First you have to create the new company. To create the new company, navigate to System>Management>Manage>Companies

Click the + sign to add the new company, the system will generate a new Company ID

In the Login Name field type the name of the new company

August 21, 2015

How to Renew an SSL Certificate for CRM on ADFS 3.0

If you are using an Internet Facing Deployment for your CRM there is always that time every 1, 3, or X years where you receive the message to renew your SSL Certificate. With ADFS 3.0 no longer dependent on IIS like its previous version were it changes the process a little bit. It is not very difficult to do but it took me a little research to piece together all the steps in the right order. I wanted to share this information so that the process goes as smooth as possible and you aren’t stuck with your environment being down as you scramble to figure out how to get the CRM and ADFS applications working together again.

You will first want to remove the old certificate from the ADFS and CRM servers. If the certificate is not removed then this will cause problems later down the line.

July 28, 2015

Uploading Fixed Assets into Acumatica ERP

In previous blog posts, we have learned how two ways to get fixed asset purchases into Acumatica ERP. The first was entering them manually and the other was to create the fixed asset records from purchases. Both of these methods work and are extremely efficient when entering a few fixed assets. In some situations, your company may purchase many fixed assets at the same time which would make manual entry a long laborious process. Using the built in function of Integration Services in Acumatica ERP, one can quickly create a routine that will import multiple fixed assets into the system using data from an Excel spreadsheet.

May 22, 2015

Five Tips on Understanding SQL Server Better

Being a developer I often find myself in situations where I need to troubleshoot SQL queries that are not performing well and generally need optimizations. I would like to share some interesting tips on how SQL Server handles queries and what execution plans might be better than others. A query execution plan is an ordered set of steps that are used to access the data in SQL server. If you are working with SQL Server Management Studio once you have started a new query window click the following button (or CTRL + M) so you can enable execution plans. In the examples below I will be using tables from AdventureWorks database which is a sample database provided by Microsoft.

May 20, 2015

PAYING EMPLOYEE EXPENSES BY EFT PART 4

In part 1 – We went thru the Steps to setup the Company EFT Information. In part 2 – We went thru the Steps to setup the Employee as a Vendor and the Steps to setup the Employee Bank / EFT Information. In part 3 – We went thru the Steps to Generate an EFT PreNote File to send to the Bank and the Steps to Enter the Employee Expenses. In this Section we will go thru the Steps to pay the Employee Expenses via EFT and send the File to the Bank.

May 12, 2015